DT Investment Partners 13F: Cuts Caterpillar (CAT) Stake by $822K
Key Points
- DT Investment Partners reduced its position in Caterpillar Inc. by 1,014 shares, a 14.2% decrease, in a filing on October 27, 2026.
- DT Investment Partners held 6,134 $CAT shares at quarter end, down 14.19% from the prior quarter.
- Caterpillar's stock closed at $713.31 on the filing date and is recently trading around $713.56, about equal to that level.
- The fund's stake now represents 0.91% of its total reported value of $545.2 million, ranking 17th among its 508 positions.
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On October 27, 2026, DT Investment Partners cut its stake in Caterpillar Inc. (CAT) by 1,014 shares, bringing its total to 6,134 shares valued at about $4.97 million. This information comes from the fund's latest Form 13F filing with the SEC, which covered the quarter ending September 30, 2026.
DT Investment Partners reduced its holdings by 1,014 shares, which is a 14.2% decrease from the previous count of 7,148 shares. The reported value of the fund's position in Caterpillar now stands at approximately $4.97 million.
CAT
Caterpillar Inc.
Where Caterpillar Inc. Fits in DT Investment Partners' Portfolio
Caterpillar represents 0.91% of DT Investment Partners' total reported value of $545.16 million. The fund ranks 17th among its 508 positions, and this reduction reflects a significant cut in its investment in the company.
Caterpillar Inc. Stock Up 4.1%
Caterpillar's stock closed at $713.31 on October 27, 2026, and is recently trading around $713.56. The shares are currently about 33.5% below their 52-week high of $1,073.46, which indicates some challenges for the stock in the current market.
Recent Earnings
Caterpillar reported trailing twelve-month revenue of approximately $74.73 billion, showing a year-over-year growth of 24.0%. The next earnings report is scheduled for October 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
7 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 18.8%. Revenue beat estimates by 3.8%.
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Profit surprise
EBITDA beat by 32 percent. Operating income beat by 34 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 7 target raises.
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Earnings quality
Positive free cash flow.
Earnings Call Summary
Caterpillar had a strong first quarter with revenue of 17.4 billion dollars, up 22 percent from last year, and adjusted earnings per share of 5.54 dollars, beating consensus of 4.55 dollars. Backlog hit a record 63 billion dollars, with particularly strong demand for power generation equipment serving data centers. Management is investing aggressively in capacity expansion because customers are committing to long term orders for backup power, prime power, and gas compression applications across multiple industries.
Guidance Caterpillar raised its 2026 sales outlook to low double digit growth from expectations set in January. The company expects continued growth across all three segments driven by strong backlog and resilient end markets, especially in power generation for data centers. Management plans to expand large reciprocating engine capacity to nearly 3 times 2024 levels by 2030.
Clearly positive report. Results were better than expected, though the forward reset is not the strongest.
Dividend
Caterpillar pays an annual dividend rate of $6.52 per share, which gives it a yield of 0.94% based on recent trading prices.
Insider Buying and Selling at Caterpillar Inc.
Several insiders sold shares earlier this year. Denise C. Johnson, an officer, sold 6,196 shares on May 13, 2026, and another 12,605 shares the following day. Additionally, CEO Joseph E. Creed sold 32,401 shares on August 28, 2026.
Analysts Set New Price Targets
On October 14, 2026, Oppenheimer maintained its rating of Outperform on Caterpillar with a price target of $1,009. Meanwhile, Citigroup and Truist Securities also maintained their Buy ratings with targets of $950 and $1,100, respectively. The consensus rating for the stock remains a Buy, with a mean target price of $926.91.
About Caterpillar Inc.
Caterpillar Inc. is a leading provider of construction and mining equipment, along with diesel engines and turbines. Its performance in the industrial sector is closely watched, especially as it faces current market pressures.
Bottom Line
DT Investment Partners' recent cut in its Caterpillar stake is notable, especially as the company prepares to report earnings soon. Investors should watch for updates from the upcoming earnings report on October 29, 2026, and any further institutional moves regarding Caterpillar.
Related Filing Alerts
Source: DT Investment Partners's 13F filing on $CAT (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts